NWF Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

NWF Advisory Services’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,999	Closed	-$238K	–	437
2025 Q4	$238K	Buy	1,999 +221	+12%	+$26.5K	0.03%	329
2025 Q3	$215K	Buy	+1,778	New	+$207K	0.02%	363

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWF Advisory Services's SPMO Position: Q1 2026 in Review

NWF Advisory Services sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 1,999 shares — an estimated $238K sold.

NWF Advisory Services first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

NWF Advisory Services reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
NWF Advisory Services sold 1,999 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $238K.
NWF Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
NWF Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $238K in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.